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Invesco Trust for Investment Grade Municipals Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Curtis Ellergodt Rothschild Investment LLC | 800 | $8,448 | $7,080 | -$1,368 | -16.19% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 205,552 | $2.18M | $1.82M | -$359,714.81 | -16.51% |
| PER Paul E. Rasmussen SIT INVESTMENT ASSOCIATES Inc. | 603,608 | $6.2M | $5.5M | -$703,285.83 | -11.34% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 99,250 | $989,981.54 | $878,362.5 | -$111,619.04 | -11.27% |
| LW Landry Watson AVANTAX ADVISORY SERVICES Inc. | 17,674 | $167,726.26 | $159,419.48 | -$8,306.78 | -4.95% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 1.23M | $12.57M | $11.07M | -$1.49M | -11.88% |
 Joseph Castro Nuveen LLC | 18,694 | $186,192 | $165,441.9 | -$20,750.1 | -11.14% |
| JSD Jeffrey S. Dabbs Kercheville Advisors LLC | 22,174 | $267,975.44 | $199,286.61 | -$68,688.83 | -25.63% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 292 | $2,879.12 | $2,584.2 | -$294.92 | -10.24% |
| LMJ Louis Melone Jr. Melone Private Wealth LLC | 231,002 | $2.81M | $2.07M | -$741,776.36 | -26.36% |
| ECD Elizabeth C. DeWan WMG Financial Advisors LLC | 10,948 | $104,101.38 | $98,367.78 | -$5,733.6 | -5.51% |
 Tracy A. Zullo Zullo Investment Group Inc. | 13,500 | $142,155 | $122,715 | -$19,440 | -13.68% |
 Michael Schneck Gridiron Partners LLC | 27,029 | $273,533.48 | $242,450.13 | -$31,083.35 | -11.36% |
| LWL Leo Wealth LLC Leo Wealth LLC | 319,284 | $3.2M | $2.91M | -$290,842.43 | -9.09% |
 Jim Clark Worth Asset Management LLC | 31,009 | $322,803.69 | $279,081 | -$43,722.69 | -13.54% |
| VMJ Victor Melfa Jr. MELFA WEALTH MANAGEMENT Inc. | 37,360 | $375,468 | $340,910 | -$34,558 | -9.2% |
 Charles Mattingly Leading Edge Financial Planning LLC | 10,203 | $108,152 | $91,622.94 | -$16,529.06 | -15.28% |
 Courtney Holt Compound Planning, Inc. | 18,351 | $185,654.91 | $164,791.98 | -$20,862.93 | -11.24% |
 Courtney Haddad Concurrent Investment Advisors, LLC | 13,826 | $138,356.76 | $124,710.52 | -$13,646.24 | -9.86% |
 Teresa Douberly Burford Brothers, Inc. | 46,421 | $447,677.41 | $423,591.62 | -$24,085.79 | -5.38% |
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